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Research on Logistics

Whatever your do, you rely on logistics. Access analysis of the competitive dynamics and corporate finances of the shipping companies, as well as the impact of port activity and shipping rates on your business.

DP World’s purchase of integrated logistics firm Cosmos Agencia Maritima for $316 million gives it access to Peru’s second largest port. The port sector has been the most active within the global logistics industry in terms of deals, with 90 transactions in the past 12 months worth an average (disclosed) $115 million per deal. Peru’s port industry is in a downturn currently though, with a 7% drop in containerized traffic in the past three months following a 2% drop in the prior nine months. Even over the longer-term growth has been just 2% in the past three years.

Research on Manufacturing Industries

Learn what trade data can tell you about industries from commodities and food to electronics and autos with concise, regular updates.

President Xi and Chancellor Merkel have agreed to deepen strategic relations between the two countries, especially in relation to the steel industry. The two will work together under the auspices of the G20 to cut excess capacity. That would appear to run parallel to both the OECD-led Global Forum and the U.S.-EU-Japan triumvirate that all have the same aim. The timing comes close to U.S. section 232 metals tariffs, and could jeopardize the EU’s exemption from them. Trade in basic steel between the two countries climbed 24% in 2017 to reach $1.8 billion, with Germany outselling China by 4:1. China may also want improved market access to Germany, with its top two products (tube/pipe fittings and bars/rods) accounting for 58% of supplies.

Research on Economics

Get the story behind the story with in-depth analysis of what is driving trade in the world’s largest economies.

Japan’s trade boom may be coming to an end after export growth dipped to 2% on a year earlier in February. That was the slowest rate of growth since January 2017 and below the 5% expected by economists. That was due to a 3% slide in electrical equipment, led by televisions, and shouldn’t be a surprise given weakening Chinese import growth and falling business sentiment outside the U.S. The outlier was the automotive sector, with an 18% surge in car exports on a year earlier. The auto sector, now alongside steel, has been a key point of contention in talks with the U.S. Those negotiations, led by Vice President Pence, have stalled. With the Japanese trade surplus having reached 7 trillion yen ($66 billion) in the past 12 months they seem unlikely to restart successfully soon.

Research on Politics

Shifting policies, regulations and trade deals move the goal posts - get the data and facts behind the hype.

The Indian government is considering a WTO appeal against U.S. section 232 duties on steel and aluminum, implemented by President Trump. That comes even while details of potential exemptions for countries – already secured by Australia, Canada and Mexico – have been secured. The filing may be worthwhile on a stand-alone basis as exports were worth $1.2 billion in the 12 months to January 31, though a 130% rise on a year earlier may raise eyebrows. India has too much else at stake, however. Not only could the U.S. challenge the “Make in India” policy broadly (which like section 232 is designed to support domestic production) it could also withhold India’s GSP status. In any event Indian steel producers have already been subject to four other U.S. trade cases in the past 12 months. The largest remaining Indian exposures under the section 232 categories are pipes/tubes (35% of exports in 2017) and stainless steel (33%).